Journey Strategic Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Journey Strategic Wealth’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Sell	1,040 -296	-22%	-$101K	0.01%	483
2025 Q4	$402K	Sell	1,336 -48	-3%	-$14.2K	0.01%	378
2025 Q3	$375K	Hold	1,384	–	–	0.01%	379
2025 Q2	$330K	Sell	1,384 -1,003	-42%	-$201K	0.01%	393
2025 Q1	$449K	Buy	2,387 +191	+9%	+$40.8K	0.02%	243
2024 Q4	$473K	Sell	2,196 -69	-3%	-$15.4K	0.02%	227
2024 Q3	$522K	Buy	+2,265	New	+$520K	0.02%	208

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Journey Strategic Wealth's SOXX Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Semiconductor ETF (SOXX) stake by 22% in Q1 2026, selling an estimated $101K and leaving 1,040 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #483.

Journey Strategic Wealth first reported a position in SOXX in Q3 2024 and has held it in 7 quarters since. The position peaked at $522K in Q3 2024. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Journey Strategic Wealth held 1,040 shares of iShares Semiconductor ETF worth $342K as of Q1 2026.
Journey Strategic Wealth sold 296 iShares Semiconductor ETF shares in Q1 2026, an estimated $101K.
iShares Semiconductor ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #483 holding.
Journey Strategic Wealth first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
Journey Strategic Wealth's iShares Semiconductor ETF position peaked at $522K in Q3 2024.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.